Streamline operations and unlock new potentials with Zoho Billing and Zoho CRM
A synergy that enhances your ability to generate potential, close deals, create invoices, and customize subscription plans faster and smoother.
What can you do with this integration?
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![Ensure smooth communication between your sales and billing operations team. | Zoho Billing]()
Enhance communication between your sales and operations team with up-to-date information.
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![Reduce manual data entry. | Zoho Billing]()
Streamline billing processes, reduce duplicate efforts, and save time and resources.
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![Holistic view of your customer's journey. | Zoho Billing]()
Get a holistic view into a customer's journey from being a potential lead to a loyal customer.
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![Manage subscriptions easily. | Zoho Billing]()
Create and manage subscriptions easily in Zoho CRM.
How does this work?
Configuring Zoho CRM in Zoho Billing
Select and map the fields and modules in your Zoho Billing account for which you wish to sync data to your Zoho CRM account.
Handling billing through Zoho CRM
Once done, you get to easily access your contacts from Zoho Billing, manage subscriptions, associate potentials, and more from CRM and vice versa.
Integrate, innovate, elevate
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Create invoices easily
Enhance your workflow by allowing your sales team to generate invoices without leaving Zoho CRM, enabling faster invoice generation for a smooth and efficient workflow.
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Effortless subscription management
Manage your customers' subscription life cycle easily. Onboard, upgrade, downgrade, cancel, or renew customer subscriptions straight from Zoho CRM.
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Get instant customer overviews
Stay in the known when it comes to your customers with a consistent flow of information between the systems. Get instant access to customer subscriptions, deals, and communication.
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Pitch the right deal at the right time
Get holistic insights into your customers' journey through Zoho CRM to tailor prices and plans and associate them to your customers' in Zoho Billing to make offers they can't pass on.
Why Zoho Billing?
From managing one-time invoices and subscriptions to handling payments and generating 50+ reports, Zoho Billing is the perfect go-to solution designed to simplify all your complex billing needs.
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![Customize billing strategies | Zoho Billing]()
Implement billing strategies that suit your business.
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![Automate payments | Zoho Billing]()
Automate and collect payments with ease.
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![Generate reports | Zoho Billing]()
Get data driven insights to be on top of your game.
See what customers have to say
We love the seamless flow of customer informationfrom Zoho CRM to Zoho Billing, and vice versa. Whenever we get inquiries from customers on their billing, our team can look up those details within CRM; this a huge time saver.
"We needed a recurring billing system that is flexible, powerful, and integrated with all our other business platforms. Zoho Billing was our solution. It's intuitive, simple to use, and reliable."
